AUMdb

The Premier Collection, Llc 401(k) Plan

Sponsored by The Premier Collection, Llc · EIN 134134629 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
255
With balances
132

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping $22,762
Merrill Lynch Pierce Fenner & Smith Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping $22,762
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $993
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $993
Adp Broker Dealer Other services, Other fees $0
Adp Broker Dealer Other services, Other fees $0